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HAPI vs OSEA

Harbor Human Capital Factor US Large Cap ETF vs Harbor International Compounders ETF

HAPI

Harbor Human Capital Factor US Large Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.35%

Fund size

$470M

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

Key differences

  • HAPI costs 0.20% less per year.
  • HAPI covers north america markets; OSEA covers global.
  • Over the last 3 years, HAPI has delivered higher annualized returns.

Side-by-side comparison

HAPIOSEA
Annual cost (TER)0.35%0.55%
Fund size (AUM)$470M$497M
Since20222022
Dividend yield0.82%1.23%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+24.9%+7.3%
CAGR 3Y+23.2%+7.3%
CAGR 5YN/AN/A
Sharpe 3Y1.230.30
Volatility 1Y11.63%15.18%
Max drawdown-19.46%-18.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HAPI and OSEA